|
1
|
Cresset Asset Management
Chicago,
Illinois
|
$62.4M
|
-$14.1M
|
-220,106
|
-19%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$60.1M
|
+$624K
|
+9,717
|
+1%
|
|
|
3
|
B&D White Capital Company
Lakeway,
Texas
|
$21.3M
|
+$20.7M
|
+322,988
|
New
|
|
|
4
|
Bridgewater Advisors
New York
|
$19.1M
|
+$18.4M
|
+286,749
|
New
|
|
|
5
|
Strategic Blueprint
Atlanta,
Georgia
|
$18M
|
+$466K
|
+7,258
|
+3%
|
|
|
6
|
Kooman & Associates
Altoona,
Pennsylvania
|
$15.3M
|
+$14.9M
|
+231,427
|
New
|
|
|
7
|
Torren Management
San Diego,
California
|
$12.9M
|
+$72.2K
|
+1,124
|
+0.6%
|
|
|
8
|
NewEdge Advisors
New Orleans,
Louisiana
|
$10.8M
|
+$2.71M
|
+42,141
|
+35%
|
|
|
9
|
TrustWell Financial Advisors
Jacksonville,
Florida
|
$9.56M
|
-$773K
|
-12,047
|
-8%
|
|
|
10
|
EnRich Financial Partners
Madison,
Wisconsin
|
$6.84M
|
+$3.92M
|
+61,104
|
+144%
|
|
|
11
|
Three Arch Wealth Management
Irvine,
California
|
$3.82M
|
-$5.33K
|
-83
|
-0.1%
|
|
|
12
|
True Wealth Design
Akron,
Ohio
|
$1.78M
|
-$59.1K
|
-920
|
-3%
|
|
|
13
|
Tortoise Investment Management
White Plains,
New York
|
$1.22M
|
–
|
–
|
–
|
|
|
14
|
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
|
$917K
|
+$12.1K
|
+189
|
+1%
|
|
|
15
|
|
$891K
|
+$185K
|
+2,887
|
+27%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$849K
|
+$826K
|
+12,871
|
New
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$682K
|
-$49.3K
|
-768
|
-7%
|
|
|
18
|
Haven Private
Orlando,
Florida
|
$472K
|
-$343K
|
-5,347
|
-43%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$399K
|
+$388K
|
+6,045
|
New
|
|
|
20
|
Orion Capital Management
Coronado,
California
|
$326K
|
+$316K
|
+4,920
|
+24,600%
|
|
|
21
|
Plancorp LLC
Saint Louis,
Missouri
|
$322K
|
+$30.8K
|
+480
|
+11%
|
|
|
22
|
Sankala Group
Lyons,
Colorado
|
$318K
|
+$214K
|
+3,334
|
+237%
|
|
|
23
|
Tyche Wealth Partners
Plano,
Texas
|
$248K
|
+$242K
|
+3,765
|
New
|
|
|
24
|
Farther Finance Advisors
San Francisco,
California
|
$57.4K
|
+$55.9K
|
+870
|
New
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$10.6K
|
+$10.3K
|
+160
|
New
|
|
